War, Oil, and the Debt Spiral: How to Invest Through the Chaos | Brett Rentmeester

Mar 11, 2026

Brett Rentmeester, founder of Windrock Wealth Management, advises on portfolio construction and hard assets amid geopolitical and macro uncertainty. He discusses how war and oil shocks can ripple through markets. Short-term liquidity and risk checks, watching bonds and credit spreads, and diversifying beyond stocks and bonds are highlighted. He frames the era as a structural shift driven by debt, money printing, AI, and resource competition.

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INSIGHT

War Creates Volatility And Uncertain Outcomes

War creates a “fog of war” that increases volatility and headline-driven whipsaws in markets.
Brett Rentmeester warns against strong convictions on any single outcome because decision-makers and facts can change quickly.

INSIGHT

Use Probability Thinking Not Certainty

Invest by thinking in probabilities instead of black-and-white outcomes to avoid poor short-term decisions.
Maggie Lake and Brett emphasize humility and framing scenarios with likelihoods rather than absolute forecasts.

ADVICE

Don't Chase Short Term Oil Spikes

Avoid chasing short-term spikes like oil rallies; markets can reverse quickly and futures show long-term calm.
Brett notes oil jumped then retraced within 48 hours and long-term futures were not pricing sustained extreme levels.

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💡Get a free portfolio review with Brett Rentmeester and the team at Windrock to see if you're diversified enough for this environment: https://bit.ly/4loH5gv
War in the Middle East, oil volatility, inflation fears, and nonstop market noise are leaving many investors unsure what to do next. In this interview, Brett Rentmeester joins Maggie Lake to explain why investors should avoid panic, avoid chasing obvious winners, and reassess risk through a probability-based framework. He breaks down why an oil spike may hurt consumers without necessarily creating long-term inflation, and why the bond market, the 10-year Treasury, and credit spreads may matter more than the headlines. Brett also explains why diversification beyond stocks and bonds matters in a world shaped by debt, money printing, AI, and resource scarcity.

💡Get To Know Brett Rentmeester: https://youtu.be/feoem3afC7w

💡Brett explains why hard assets matter more than ever in a world of money printing and currency devaluation. Join Wealthion's Real Assets Community: https://wealthion.com/getready

💡Brett says investors need to think beyond stocks and bonds; gold and silver are part of that equation. GBI Direct, The Best Way to Invest in Gold and Silver: https://gbidirect.com/?aff=WTH

💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion

Chapters:

0:56 - War in the Middle East: How Should Investors Respond?

2:23 - The Internet's Tug-of-War Between Doom and "Buy the Dip"

5:16 - Will an Oil Shock Reignite the Inflation Beast?

8:04 - What Investors Should Do in the Short Term

11:09 - Should You Take Profits When Winners Are Running Hot?

12:57 - What Tells You That Things Are Breaking

16:23 - War Is Expensive: Debt, Money Printing, and the Day of Reckoning

18:27 - ⭐️Wealthion’s Golden Nugget: The AI War, the Resource War, and a World Splitting in Two

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#Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #OilPrices #Inflation #BondMarket #CreditSpreads #FourthTurning #HardAssets #MarketVolatility #GeopoliticalRisk #DebtCrisis #GoldInvesting #Diversification #WarAndMarkets #ResourceScarcity #AIEconomy

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